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2,785 hedge funds and large institutions have $144B invested in Verizon in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 1,352 increasing their positions, 1,092 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 1,352 | Existing positions reduced: 1,092

10% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 109

6% more funds holding in top 10

Funds holding in top 10: 8792 (+5)

0.23% less ownership

Funds ownership: 64.91%64.68% (-0.23%)

1% less call options, than puts

Call options by funds: $1.92B | Put options by funds: $1.93B

4% less capital invested

Capital invested by funds: $150B → $144B (-$5.67B)

1% less funds holding

Funds holding: 2,8162,785 (-31)

Holders
2,785
Holders Change
-31
Holders Change %
-1.1%
% of All Funds
48.75%
Holding in Top 10
92
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.75%
% of All Funds
1.61%
New
120
Increased
1,352
Reduced
1,092
Closed
109
Calls
$1.92B
Puts
$1.93B
Net Calls
-$13.6M
Net Calls Change
-$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1801
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$947K -$4.59K -83 -0.5%
FSCM
1802
Front Street Capital Management
Montana
$947K +$1.44K +26 +0.1%
IWA
1803
Intercontinental Wealth Advisors
Texas
$945K -$35.2K -636 -4%
GCA
1804
Greenwood Capital Associates
South Carolina
$943K +$284K +5,131 +42%
TCPWM
1805
Traverso Chambers Private Wealth Management
California
$941K +$108K +1,951 +13%
OWP
1806
Obermeyer Wealth Partners
Colorado
$940K +$121K +2,186 +14%
PWM
1807
Purus Wealth Management
California
$937K -$20.9K -378 -2%
HCP
1808
Holt Capital Partners
Texas
$937K
PCG
1809
Private Capital Group
Connecticut
$937K +$93.5K +1,691 +11%
NFG
1810
Nadler Financial Group
Illinois
$935K -$40.7K -736 -4%
CNC
1811
Citizens & Northern Corp
Pennsylvania
$932K -$2.77K -50 -0.3%
MPCG
1812
Matrix Private Capital Group
New York
$931K +$56.9K +1,029 +6%
WQ
1813
Wealth Quarterback
New Jersey
$926K +$234K +4,239 +25%
SP
1814
Successful Portfolios
Florida
$921K +$21.6K +390 +2%
CFS
1815
CRA Financial Services
New Jersey
$920K +$75.9K +1,372 +9%
PIA
1816
Pinion Investment Advisors
Kansas
$919K +$60.9K +1,101 +7%
WC
1817
Westhampton Capital
North Carolina
$918K -$277K -5,004 -23%
GC
1818
Gilbert & Cook
Iowa
$914K +$196K +3,535 +26%
FPS
1819
Fieldpoint Private Securities
Connecticut
$912K -$553 -10 -0.1%
BDWCC
1820
B&D White Capital Company
Texas
$912K +$725K +13,100 +345%
CAS
1821
Cascadia Advisory Services
Oregon
$911K -$648K -11,714 -41%
WCM
1822
Weik Capital Management
Pennsylvania
$911K +$84.1K +1,520 +10%
WTFG
1823
Wells Trecaso Financial Group
Ohio
$908K +$11.7K +211 +1%
JSC
1824
Jackson Square Capital
California
$907K -$304K -5,496 -25%
TWP
1825
Tempus Wealth Planning
California
$905K +$11.1K +200 +1%

VZ Hedge Fund Activity: Q3 2021 in Review

2,785 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q3 2021, worth a combined $144B — down 3.8% from $150B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new VZ positions and 109 closed out — a net gain of 11 holders — while 1,352 added to existing stakes and 1,092 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $206M. The largest seller was BlackRock, cutting an estimated $358M.

  • 2,785 institutional investors held Verizon (VZ) as of Q3 2021, down from 2,816 in Q2 2021.
  • Funds reported $144B of Verizon stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 120 funds opened new Verizon positions in Q3 2021 and 109 closed out, a net change of +11 holders.
  • The largest Verizon buyer in Q3 2021 was Dimensional Fund Advisors, an estimated $206M added.
  • The largest Verizon seller in Q3 2021 was BlackRock, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2021.